Private capital.

Who this is for

• GPs and fund managers running emerging and middle-market private capital strategies.
• Single-family offices with direct-investing programs.
• Portfolio operators placed by a fund into a CEO or COO seat at a portfolio company.
• LPs conducting independent diligence on a manager, a deal, or a portfolio position.

Problems we actually solve

The gap between what a deck says and how a company actually runs.

• A placed CEO or COO with a board and no peer.
• Diligence that read the model and never sat in the operating meeting.
• The first hundred days after close improvised, while the thesis assumed a plan.
• An LP who wants an independent operator’s read, not the GP’s summary.
• Portfolio-wide operating risk that nobody has mapped in one frame.
• Contracts, counsel, and exposure at the portfolio company that surface at exit.

How we differ from MBB-style PE advisory

MBB's PE practices are built around large-scale diligence support and value-creation engagements for large funds and large portfolio companies. They are excellent at scale work. Clemons Wright is built for a different shape:

• Faster cycle. Two to six weeks, not three to twelve months.
• Operator-led. The advisor has actually been in the CEO/CIO/COO seat — not just adjacent to it.
• Implementation-heavy. Written assessments and dashboards, not PowerPoint.
• Smaller team economics. Sized for portfolio companies under $50M revenue.
• Litigation-aware. Pre-investment and post-investment risk mapping built in, not bolted on.

Offerings

Offering	What it is	Typical timeline
Pre-investment operator read	Operator-grade read on management, operating cadence, capital plan, risk posture — independent of legal/financial DD	Inside the 30-day assessment
Post-investment 100-day plan	Operating cadence, scorecard install, governance memo, monetization audit for the new portfolio company	Monthly engagement after the assessment
Portfolio risk map	Litigation, regulatory, reputation, and platform-dependency exposure across the fund's portfolio	Assessment, then monthly
Exit-posture readiness	Operating, governance, and risk-record prep for a sale or recap event	Monthly engagement, agreed
Portfolio operator coaching	Monthly engagement with the placed CEO or COO at a portfolio company	Rolling monthly, agreed after the assessment
LP independent diligence	Operator-grade read of a manager or a specific deal, from the LP side	Inside the 30-day assessment

Portfolio operator coaching — the engagement we love

A fund places a new CEO or COO into a portfolio company. The fund expects results; the operator inherits a calendar already on fire. The right move is to install operating discipline fast and visibly. We coach that operator — privately, monthly, recorded — through:

• The 100-day cadence install
• The hard staffing call
• The first board-prep cycle
• The first crisis (there is always one)
• The exit-posture conversation when it arrives

The fund sees operating output. The operator gets a peer who has been in the seat. The portfolio company gets discipline without resentment.

How we work

Every practice runs on the same path. One initial price, the founder personally in the seat, then a monthly agreed to the focus — not read off a rate card.

1. 15-minute orientation call (free) — we listen, you size us up, we say yes or refer you elsewhere.
2. The Operating Risk Assessment ($500, first 30 days) — for a fund, the target or portfolio company read the way an operator reads it — operations, contracts, risk, the leadership team; for a placed executive, the company as it actually runs with the board’s expectations in the same frame. Ends in a written picture: the top pressures ranked, the leverage, a ninety-day sequence, and a proposed monthly scope. See a sample.
3. Monthly engagement (price agreed after the assessment; can begin before or after day 30) — portfolio operator coaching with the CEO or COO, a standing operator read for the deal team, or both — scoped to the fund’s focus and priced after the assessment.

Where to start

One initial price. Every path below begins with the $500, thirty-day Operating Risk Assessment. The monthly that follows is agreed to the focus it surfaces and can begin before or after day thirty. No published ladder, no auto-renewal.

Situation	Recommended entry
"We are about to invest and want an operator read"	Pre-investment operator read — inside the $500 Operating Risk Assessment
"We just closed; the new CEO needs a peer"	Portfolio operator coaching — monthly, price agreed after the assessment
"We want a portfolio-wide risk read"	Portfolio risk map — begins with the $500 Operating Risk Assessment
"An exit is 12 months out"	Exit-posture readiness — monthly engagement, agreed after the assessment
"As an LP we want independent diligence"	LP independent diligence read — inside the $500 Operating Risk Assessment

Why us

Because the founder has sat on both sides of the table: chief investment officer of a hedge fund and operator of seven companies. The MBB Gap (2026) is the written thesis on why middle-market private capital is underserved.

• Capital allocator and operator, both present tense. He knows what the deal team needs and what the CEO is actually facing.
• Operator-grade, not analyst-grade. The read comes from running companies, not modelling them.
• Confidential both ways. The fund is never named; the portfolio company is never named.

What we do not do

The boundaries are part of the product.

• Not investment advice. No recommendation to invest, hold, or sell; the firm is not a registered adviser.
• Not legal or financial diligence. Counsel and accountants run those workstreams; we run the operator read beside them.
• Not the placed executive’s boss. Coaching stays confidential to the executive unless the engagement says otherwise in writing.
• No naming — funds, portfolio companies, or executives.

Clients are never named — we do not confirm or deny an engagement exists. Where a matter needs a licensed professional, the picture says so and the sequence routes to one: the full line is here.

How to start

For funds and family offices, the right first move is usually a private 30-minute call with the founder. Use the contact form, mention "private capital," and we will schedule it under a mutual NDA on request.